11/18/2014

Mergers and acquisitions stay on torrid pace

Two mega-mergers worth a combined $100 billion Monday scorched the hottest year for mergers and acquisitions since before the 2008 financial crisis, and the pace and scope of M&A could be even stronger in 2015.

11/17/2014

Study Shows MFOs on the Rise

Their research indicates that the multi-family office (MFO) channel features over 200 firms controlling more than $700 billion in assets.

11/12/2014

PNC among millionaires' top banks

PNC was in a three-way tie for fourth with SunTrust Banks Inc. and U.S. Bancorp at 2 percent. Scoring 1 percent were 42 financial institutions.

11/12/2014

UHNW Asset Allocation

On average, ultra high net worth investors manage about half of their assets without professional assistance, according to a new Spectrem study of households with a net worth between $5 million and $24.9 million (not including primary residence).

11/12/2014

Who are the UHNW's Primary Advisor?

Among Ultra High Net Worth investors with a net worth between $5 million and $25 million, Fidelity was listed as the primary advisor for 10 percent, while Morgan Stanley was listed as the primary advisor for 9 percent of investors.